AssuredPartners Investment Advisors, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Visa Inc	—	$3.41M	9,723	0.5%
INNOVATOR ETFS TRUST	—	$3.22M	98,291	0.5%
DIMENSIONAL ETF TRUST	—	$3.20M	68,376	0.5%
FIRST TR EXCHNG TRADED FD VI	—	$3.20M	127,103	0.5%
PIMCO ETF TR	—	$3.10M	68,327	0.5%
WISDOMTREE TR	—	$3.07M	43,267	0.5%
FRANKLIN TEMPLETON ETF TR	—	$2.89M	116,185	0.4%
INNOVATOR ETFS TRUST	—	$2.88M	97,091	0.4%
Newmont Corp	—	$2.86M	28,671	0.4%
Walt Disney Co	—	$2.85M	25,069	0.4%
FIRST TR EXCHANGE TRADED FD	—	$2.83M	28,772	0.4%
BlackRock, Inc.	—	$2.79M	2,609	0.4%
VANGUARD INTL EQUITY INDEX F	—	$2.79M	51,826	0.4%
PIMCO ETF TR	—	$2.76M	103,626	0.4%
SCHWAB STRATEGIC TR	—	$2.63M	58,068	0.4%
ISHARES TR	—	$2.60M	32,304	0.4%
TRAVELERS COMPANIES, INC.	—	$2.56M	8,809	0.4%
VANECK ETF TRUST	—	$2.48M	140,653	0.4%
JOHNSON & JOHNSON	—	$2.41M	11,663	0.4%
NEXTERA ENERGY INC	—	$2.37M	29,500	0.4%
SELECT SECTOR SPDR TR	—	$2.36M	15,236	0.4%
DIMENSIONAL ETF TRUST	—	$2.36M	31,858	0.4%
ELI LILLY & Co	—	$2.27M	2,114	0.3%
ISHARES TR	—	$2.22M	22,112	0.3%
PGIM ETF TR	—	$2.17M	35,431	0.3%
VANGUARD WHITEHALL FDS	—	$2.16M	15,016	0.3%
First Trust Exchange-Traded Fund VIII	—	$2.13M	53,713	0.3%
FIRST TR EXCHANGE-TRADED ALP	—	$2.06M	17,385	0.3%
ISHARES TR	—	$2.03M	30,305	0.3%
INNOVATOR ETFS TRUST	—	$1.99M	51,266	0.3%
Philip Morris International Inc.	—	$1.93M	12,048	0.3%
INVESCO EXCHANGE TRADED FD T	—	$1.92M	25,629	0.3%
VANGUARD INDEX FDS	—	$1.91M	7,421	0.3%
OLD REPUBLIC INTERNATIONAL CORP	—	$1.87M	41,060	0.3%
MCDONALD'S CORP	—	$1.87M	6,119	0.3%
INVESCO EXCHANGE TRADED FD T	—	$1.84M	9,613	0.3%
Duke Energy Corp	—	$1.84M	15,690	0.3%
FIRST TR EXCHNG TRADED FD VI	—	$1.82M	79,568	0.3%
PGIM ROCK ETF TR	—	$1.81M	62,724	0.3%
PACER FDS TR	—	$1.80M	51,216	0.3%
FIRST TR EXCHNG TRADED FD VI	—	$1.80M	80,963	0.3%
INNOVATOR ETFS TRUST	—	$1.80M	45,395	0.3%
WISDOMTREE TR	—	$1.77M	20,865	0.3%
Palantir Technologies Inc	—	$1.77M	9,935	0.3%
JANUS DETROIT STR TR	—	$1.76M	21,631	0.3%
AbbVie Inc.	—	$1.75M	7,680	0.3%
DIMENSIONAL ETF TRUST	—	$1.72M	32,765	0.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$1.69M	5,568	0.3%
GENERAL DYNAMICS CORP	—	$1.68M	4,989	0.2%
WISDOMTREE TR	—	$1.66M	18,597	0.2%